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Portfolio (Quarterly) Guide ↗

Rockefeller Capital Management L.P.

· CIK 0001739439
13F Portfolio $55.5B AUM Filed Mar 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4670 New
Page 32 of 234  ·  4,670 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 44,875.0 $11.5M 0.02% NEW $256.03 -7.6%
622 KR KROGER CO Consumer Defensive 183,320.0 $11.5M 0.02% NEW $62.48 +7.3%
623 MDGL MADRIGAL PHARMACEUTICALS INC Healthcare 19,661.0 $11.4M 0.02% NEW $582.34 -11.8%
624 CHKP CHECK POINT SOFTWARE TECH LT Technology 61,543.0 $11.4M 0.02% NEW $185.56 -29.0%
625 OUSA ALPS ETF TR 197,148.0 $11.4M 0.02% NEW $57.70 +1.5%
626 VRSN VERISIGN INC Technology 46,731.0 $11.4M 0.02% NEW $242.95 +24.7%
627 HDEF DBX ETF TR 365,685.0 $11.3M 0.02% NEW $30.99 +7.5%
628 GSLC GOLDMAN SACHS ETF TR 85,108.0 $11.3M 0.02% NEW $132.37 +6.4%
629 MASI MASIMO CORP Healthcare 86,411.0 $11.2M 0.02% NEW $130.06 +37.4%
630 PGIM ETF TR 216,974.0 $11.2M 0.02% NEW $51.47
631 BLACKROCK ETF TRUST II 228,636.0 $11.1M 0.02% NEW $48.68
632 DLTR DOLLAR TREE INC Consumer Defensive 90,449.0 $11.1M 0.02% NEW $123.01 -22.2%
633 TMUS T-MOBILE US INC Communication Services 54,643.0 $11.1M 0.02% NEW $203.04 -6.3%
634 CDC VICTORY PORTFOLIOS II 167,466.0 $11.0M 0.02% NEW $65.89 +10.9%
635 PTLC PACER FDS TR 198,366.0 $11.0M 0.02% NEW $55.58 +3.9%
636 JMST J P MORGAN EXCHANGE TRADED F 215,564.0 $11.0M 0.02% NEW $50.94 -0.2%
637 CFA VICTORY PORTFOLIOS II 120,500.0 $11.0M 0.02% NEW $91.01 +4.8%
638 DVN DEVON ENERGY CORP NEW Energy 298,876.0 $10.9M 0.02% NEW $36.63 +28.6%
639 KIM KIMCO RLTY CORP Real Estate 539,577.0 $10.9M 0.02% NEW $20.27 +18.6%
640 VPL VANGUARD INTL EQUITY INDEX F 120,928.0 $10.9M 0.02% NEW $90.40 +24.4%
Page 32 of 234  ·  4,670 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 29.1%
Financial Services 22.3%
Communication Services 9.1%
Industrials 8.8%
Healthcare 8.7%
Consumer Cyclical 8.3%
Energy 4.2%
Consumer Defensive 3.7%
Utilities 2.5%
Real Estate 1.8%